Island Asset Management, LLC

Island Asset Management, LLC (CRD# 314592) is a financial advisory firm headquartered in Saint Simons Island, GA. They manage $50,200,000 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
247 Edwards Plaza Unit 17, Box 13, Saint Simons Island, GA 31522
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $429,060
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Island Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Neely, financial advisor Saint Simons Island GA
Thomas T. Neely
CRD#: 2808424
247 Edwards Plaza Unit 17, Box 13, Saint Simons Island, GA 31522

Thomas Neely (CRD# 2808424) is an Investment Advisor Representative working at Island Asset Management, LLC in Saint Simons Island, GA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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